Move an approved suggestion to its next stage with the Mark As Complete button. The options in its drop-down decide what happens next.
Before you begin
The Mark As Complete button becomes available when a suggestion is approved (with Approve or Approve with Feedback).
Note: You can open the suggestion in the side window or the detail view. These steps use the detail view.
Steps
1. Open the approved suggestion.
Need help? See Open a suggestion after creation.
2. Click Mark As Complete, next to the Approve button. A drop-down menu with 3 options appears.
3. Choose the option that fits:
Mark As Complete | The suggestion has been implemented and is complete. Use this for small suggestions that can be implemented quickly. |
Mark As Complete with Feedback | Same as Mark As Complete, with an extra feedback field. Use it to explain the implementation or completion to the person who created the suggestion. |
Initiate Kaizen | Use this when implementing the suggestion is a larger job that needs time and resources. The suggestion is turned into a Kaizen and tracked through Kaizen Management. This option connects the Suggestion System to the Kaizen module. See Initiate a Kaizen from a suggestion. |
Note: Depending on your facility's point rules, points can be awarded when a suggestion is approved or converted to a project, and for its financial impact. See Set suggestion points in Suggestion Settings.